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Capital Performance Advisors’s Lifeway Foods LWAY Stock Holding History

Capital Performance Advisors’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24
Closed -$622 – 1591
2024
Q3 		$622 Buy
+24
New +$401 ﹤0.01% 2148

Other funds holding LWAY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Capital Performance Advisors's LWAY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lifeway Foods (LWAY) in Q4 2024, closing a stake of 24 shares — an estimated $622 sold.

Capital Performance Advisors first reported a position in LWAY in Q3 2024 and held it in 1 quarter. The position peaked at $622 in Q3 2024. 84 funds tracked by Wall St. Rank hold LWAY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Lifeway Foods position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 24 Lifeway Foods shares in Q4 2024, an estimated $622.
  • Capital Performance Advisors first reported a position in Lifeway Foods in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Lifeway Foods position peaked at $622 in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Lifeway Foods as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.